Handling Special Client Requests for Advertising and Campaigns | CSR Training

In this training session, we dive into the process of managing special client requests for advertising, promotions, and custom campaigns. As a Client Success Representative (CSR), it's crucial to maintain clear communication with clients, ensure proper documentation, and collaborate effectively with the media buying team.

Learn how to handle client requests received through various channels like phone calls, Zoom meetings, text messages, and emails. We'll cover best practices for updating ClickUp tasks, organizing client communications, and ensuring that all team members are informed and aligned. This video also includes practical examples of processing client requests in ClickUp, from saving communication records to assigning tasks to the appropriate team members.

By the end of this training, you'll have a solid understanding of how to manage special requests efficiently while maintaining a professional relationship with clients. This is essential for providing top-notch service and ensuring client satisfaction.